Broker/Agent - Service

Hone your craft

Be a ‘sponge’ to learning

Expose yourself to as many facets of your role as possible

If you are coming to insurance from a background in customer service, growing your insurance knowledge to complement your experience will be key to your success

Some organizations may blend both sales and service in their broker / agent roles; may be useful to also review Broker / Agent – Sales Stream Career Map to benchmark where you are now and plan for future goals

Building

Build on your knowledge and experience

Increase your ability to manage client needs with more independence

Maintain balance between sales / production and relationship management

Consider starting to specialize – learn as much as you can about options available (e.g. business lines, products, etc.)